Geneos Wealth Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159K | Buy |
1,578
+1,080
| +217% | +$104K | ﹤0.01% | 1034 |
|
|
2025
Q4 | $44.2K | Sell |
498
-1,096
| -69% | -$98.2K | ﹤0.01% | 1442 |
|
|
2025
Q3 | $143K | Sell |
1,594
-548
| -26% | -$49.3K | ﹤0.01% | 1008 |
|
|
2025
Q2 | $192K | Sell |
2,142
-1,785
| -45% | -$163K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $374K | Buy |
3,927
+2,589
| +193% | +$231K | 0.01% | 997 |
|
|
2024
Q4 | $113K | Buy |
1,338
+23
| +2% | +$2.04K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $117K | Buy |
1,315
+209
| +19% | +$17.8K | ﹤0.01% | 925 |
|
|
2024
Q2 | $84.5K | Buy |
1,106
+7
| +0.6% | +$528 | ﹤0.01% | 917 |
|
|
2024
Q1 | $82.1K | Sell |
1,099
-370
| -25% | -$26.1K | ﹤0.01% | 907 |
|
|
2023
Q4 | $106K | Sell |
1,469
-4,318
| -75% | -$317K | 0.01% | 825 |
|
|
2023
Q3 | $426K | Buy |
5,787
+29
| +0.5% | +$2.3K | 0.02% | 500 |
|
|
2023
Q2 | $469K | Buy |
5,758
+4,086
| +244% | +$326K | 0.02% | 475 |
|
|
2023
Q1 | $132K | Sell |
1,672
-2,013
| -55% | -$152K | 0.01% | 758 |
|
|
2022
Q4 | $280K | Buy |
3,685
+905
| +33% | +$64.7K | 0.02% | 548 |
|
|
2022
Q3 | $179K | Sell |
2,780
-648
| -19% | -$47.7K | 0.01% | 635 |
|
|
2022
Q2 | $256K | Buy |
3,428
+461
| +16% | +$34.5K | 0.01% | 663 |
|
|
2022
Q1 | $231K | Sell |
2,967
-97
| -3% | -$6.94K | 0.01% | 747 |
|
|
2021
Q4 | $216K | Sell |
3,064
-316
| -9% | -$21.2K | 0.01% | 830 |
|
|
2021
Q3 | $243K | Buy |
3,380
+1
| +0% | +$79 | 0.01% | 787 |
|
|
2021
Q2 | $280K | Sell |
3,379
-1,217
| -26% | -$103K | 0.01% | 718 |
|
|
2021
Q1 | $389K | Hold |
4,596
| – | – | 0.01% | 701 |
|
|
2020
Q4 | $371K | Buy |
4,596
+552
| +14% | +$45.5K | 0.01% | 624 |
|
|
2020
Q3 | $298K | Buy |
4,044
+12
| +0.3% | +$919 | 0.02% | 562 |
|
|
2020
Q2 | $286K | Sell |
4,032
-298
| -7% | -$22.5K | 0.02% | 557 |
|
|
2020
Q1 | $336K | Buy |
4,330
+314
| +8% | +$28.5K | 0.02% | 464 |
|
|
2019
Q4 | $356K | Sell |
4,016
-129
| -3% | -$11.6K | 0.02% | 522 |
|
|
2019
Q3 | $403K | Buy |
4,145
+45
| +1% | +$4.24K | 0.02% | 460 |
|
|
2019
Q2 | $385K | Buy |
4,100
+128
| +3% | +$12.2K | 0.02% | 485 |
|
|
2019
Q1 | $379K | Sell |
3,972
-360
| -8% | -$32.5K | 0.03% | 473 |
|
|
2018
Q4 | $369K | Sell |
4,332
-46
| -1% | -$3.96K | 0.03% | 440 |
|
|
2018
Q3 | $346K | Sell |
4,378
-746
| -15% | -$59.9K | 0.02% | 471 |
|
|
2018
Q2 | $412K | Sell |
5,124
-118
| -2% | -$9.23K | 0.03% | 362 |
|
|
2018
Q1 | $418K | Sell |
5,242
-68
| -1% | -$5.33K | 0.04% | 343 |
|
|
2017
Q4 | $452K | Sell |
5,310
-206
| -4% | -$18.2K | 0.04% | 337 |
|
|
2017
Q3 | $466K | Sell |
5,516
-151
| -3% | -$13.2K | 0.05% | 316 |
|
|
2017
Q2 | $482K | Sell |
5,667
-190
| -3% | -$16.4K | 0.05% | 297 |
|
|
2017
Q1 | $488K | Buy |
5,857
+164
| +3% | +$13.1K | 0.05% | 283 |
|
|
2016
Q4 | $444K | Buy |
5,693
+39
| +0.7% | +$2.92K | 0.06% | 272 |
|
|
2016
Q3 | $429K | Sell |
5,654
-167
| -3% | -$13K | 0.06% | 274 |
|
|
2016
Q2 | $472K | Sell |
5,821
-306
| -5% | -$22.8K | 0.07% | 252 |
|
|
2016
Q1 | $462K | Buy |
+6,127
| New | +$419K | 0.07% | 244 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
